Skip to content
Disclosery

Financial Symmetry Inc: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Symmetry Inc on DFAC, newest first. How the timeline and the estimate are built.

Financial Symmetry Inc held 1,885,399 DFAC shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,885,399 shares
    Change vs previous 13F +109,635 shares

    26.77% of the 13F portfolio, value $83,805,977.

    13F-HR 0002004843-26-000006 filed by Financial Symmetry Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,775,764 shares
    Change vs previous 13F +94,863 shares

    26.29% of the 13F portfolio, value $78,772,899.

    13F-HR 0002004843-26-000005 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 1,680,901 shares
    Change vs previous 13F +100,284 shares

    25.33% of the 13F portfolio, value $71,287,017.

    13F-HR 0002004843-26-000002 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 1,580,617 shares
    Change vs previous 13F +58,805 shares

    25.52% of the 13F portfolio, value $62,576,628.

    13F-HR 0002004843-26-000001 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 1,521,812 shares
    Change vs previous 13F +101,534 shares

    26.32% of the 13F portfolio, value $58,696,282.

    13F-HR 0002004843-25-000005 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 1,420,278 shares
    Change vs previous 13F +190,426 shares

    26.29% of the 13F portfolio, value $50,902,755.

    13F-HR 0002004843-25-000004 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 1,229,852 shares
    Change vs previous 13F +119,594 shares

    24.92% of the 13F portfolio, value $40,572,832.

    13F-HR 0002004843-25-000002 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 1,110,258 shares
    Change vs previous 13F not available

    26.03% of the 13F portfolio, value $38,403,836.

    13F-HR 0002004843-25-000001 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).